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Moneta Group Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Moneta Group Investment Advisors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
10,040
+740
+8% +$124K 0.01% 296
2025
Q4 		$1.71M Buy
9,300
+1,206
+15% +$243K 0.01% 285
2025
Q3 		$1.65M Buy
8,094
+259
+3% +$49.6K 0.01% 281
2025
Q2 		$1.6M Sell
7,835
-639
-8% -$119K 0.02% 252
2025
Q1 		$1.45M Sell
8,474
-1,886
-18% -$349K 0.02% 243
2024
Q4 		$1.89M Buy
10,360
+1,222
+13% +$231K 0.03% 216
2024
Q3 		$1.56M Buy
9,138
+1,166
+15% +$196K 0.02% 226
2024
Q2 		$1.35M Buy
7,972
+1,730
+28% +$259K 0.02% 233
2024
Q1 		$887K Buy
6,242
+2,328
+59% +$367K 0.01% 282
2023
Q4 		$577K Buy
3,914
+40
+1% +$5.35K 0.01% 320
2023
Q3 		$454K Buy
3,874
+1,166
+43% +$138K 0.01% 336
2023
Q2 		$346K Buy
2,708
+98
+4% +$10.2K 0.01% 404
2023
Q1 		$261K Buy
+2,610
New +$221K 0.01% 449
2022
Q3 		– Sell
-2,514
Closed -$207K – 457
2022
Q2 		$207K Buy
2,514
+348
+16% +$30.9K 0.01% 435
2022
Q1 		$225K Sell
2,166
-294
-12% -$26.3K 0.01% 403
2021
Q4 		$228K Buy
+2,460
New +$213K 0.01% 432
2018
Q3 		– Sell
-1,800
Closed -$62K – 327
2018
Q2 		$62K Buy
1,800
+960
+114% +$32K 0.01% 302
2018
Q1 		$25K Hold
840
– – ﹤0.01% 376
2017
Q4 		$20K Buy
+840
New +$20.4K ﹤0.01% 316

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's PANW Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Palo Alto Networks (PANW) stake by 8% in Q1 2026, buying an estimated $124K and bringing the position to 10,040 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #296.

Moneta Group Investment Advisors first reported a position in PANW in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.89M in Q4 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Moneta Group Investment Advisors held 10,040 shares of Palo Alto Networks worth $1.61M as of Q1 2026.
  • Moneta Group Investment Advisors bought 740 Palo Alto Networks shares in Q1 2026, an estimated $124K.
  • Palo Alto Networks made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #296 holding.
  • Moneta Group Investment Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 19 quarters since.
  • Moneta Group Investment Advisors's Palo Alto Networks position peaked at $1.89M in Q4 2024.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.